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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,156 | $275,752-23.4% | $256,809-17.8% | $198,609+6.3% |
| Participation rate | 25.0% | 89.2%-64.2pp | 88.5%-63.5pp | 82.4%-57.4pp |
| Annual return | 5.73% | 34.81%-29.1pp | 32.73%-27.0pp | 202.70%-197.0pp |
| Employer contribution / active EE | $753 | $7,721-90.3% | $7,263-89.6% | $5,055-85.1% |
| Participant deferral / active EE | $7,625 | $10,037-24.0% | $9,520-19.9% | $6,977+9.3% |
| Admin fee / account holder | $1,441 | $25,716-94.4% | $25,146-94.3% | $19,030-92.4% |